Create Order
What is this?
A form to capture a new order: who it's for, what currency and payment method apply, and one or more priced line items.
Why use it?
Every invoice in this system originates from an order (either created here directly, or auto-generated when a draft order is published).
Before you start
How to open it
Billing → Order → New Order.
How to use it
- Set Status, pick or add a Client, and confirm the Order Date.
- Choose Currency, Payment gateway (Manual or Stripe were the two options confirmed on this tenant), then Payment method and Payment Type (One Time or Recurring).
- Add one or more Line Items: description, quantity, and unit price. Confirm each row with the checkmark button before adding another.
- Optionally add a Sales owner, Tags, and Internal notes.
- Click Save Draft to save without finalizing, or Create Order to finalize immediately.
Fields and options
| Field/Option | What it does | Example | Important notes |
|---|---|---|---|
| Client | Selects an existing client or opens "Add new client" | QA_TEST Client | New-client creation validates that Name and a correctly-formatted Email are both provided |
| Payment gateway | Manual or Stripe | Manual | Selecting Manual auto-selects "Cash" as the payment method |
| Line item Description | Free-text description of the item | Consulting hours | Known issue: while a row is being edited, this field displays extremely narrow (only a sliver of text is visible), even though the full text you type is saved correctly. Type your full description with confidence and confirm the row — the saved value is correct even though it's hard to read while typing. |
| Quantity × Unit Price | Computes the line Amount | 3 × $10.33 = $30.99 | Verified accurate, including sub-cent unit prices (rounded only for display) |
| Create invoice | Auto-generates a linked invoice when the order is created/published | On by default | — |
| Send invoice to client | Emails the generated invoice to the client's address | On by default | Turn off for internal/test orders |
What happens after saving?
Save Draft: creates a Draft-status record visible under Order → Draft; no invoice or email is generated. Create Order (or publishing a draft): the order becomes active, its totals are locked in, and — if "Create invoice" is on — a new Invoice is generated automatically with identical client, currency, line items, and total. This was confirmed accurate to the cent in this audit. This step cannot be undone from the UI (publishing requires an explicit "I understand and confirm" checkbox).
Common problems
Problem: I can't read what I typed in a line item's Description box.
Why it happens: A confirmed display bug renders that field very narrow while editing.
How to fix: Type your description anyway and confirm the row (checkmark) — the full text is saved and displays correctly afterward in the read-only row and on the resulting invoice.